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  <front>
    <journal-meta>
      <journal-title-group>
        <journal-title>Sherbrooke, Québec, Canada
" mkeet@cs.uct.ac.za (C. M. Keet)</journal-title>
      </journal-title-group>
    </journal-meta>
    <article-meta>
      <title-group>
        <article-title>In-house Developed Tools for Ontology Engineering Education (Demo)</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>C. Maria Keet</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>Department of Computer Science, University of Cape Town</institution>
          ,
          <addr-line>18 University Avenue, Rondebosch 7701, Cape Town</addr-line>
          ,
          <country country="ZA">South Africa</country>
        </aff>
      </contrib-group>
      <pub-date>
        <year>2023</year>
      </pub-date>
      <volume>000</volume>
      <fpage>0</fpage>
      <lpage>0002</lpage>
      <abstract>
        <p>Both good ontology development and ontology engineering are considered to be advanced topics in computing curricula. They draw on knowledge from diferent specialisations and need to strike a balance between theory and skills. This may cause a steep learning curve, but one where tools may assist with the learning process. This work-in-progress demo paper, presents the ongoing development of a set of in-house developed tools that assist in the various learning activities in diferent ways. They were motivated in part by the ontology engineering course taught by the author and cover a spectrum of tasks for learning about ontology development.</p>
      </abstract>
      <kwd-group>
        <kwd>eol&gt;Ontology Development Tools</kwd>
        <kwd>Ontology Engineering</kwd>
        <kwd>Education</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>1. Introduction</title>
      <p>
        University-level courses on ontologies may have various aims, depending on the students’
background and the degree programme it is part of. This may focus on: domain ontology
development only; also foundations for ontology research that may cover processes of development
as well; logics and languages; or the development of ontology-driven information systems. An
example of streaming of prospective types of learners is the online OBOOK for OBO Foundry
ontologies that is currently under development [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ]. Most such courses are advanced topics
in computing curricula, building upon undergraduate content and drawing in concepts from
diferent specialisations. They operate at levels 4 and 5 in Bloom’s taxonomy and need to strike
a balance between new theory and new skills to apply the theory. This may cause a steep
learning curve in general and even more so if it relies solely on scientific articles. For instance,
students need to learn about Competency Questions (CQs) for ontologies, which were first
proposed in 1996 [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ], yet guidance for writing appropriate CQs was proposed only in 2019
[
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]. Assistive tooling is a well-known educational approach to try to lessen the dificulties of
learning content [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ] or to turn passive knowledge transfer into active learning. It does raise the
question: once determined what they should learn, then where are pain points where tools may
assist, rather than distract from, the task?
      </p>
      <p>This is also the case for the ontology engineering course at the University of Cape Town,
where the author teaches ontology engineering. Besides using so-called ‘dual use’ tools—for
regular use and for teaching—I am, and have been, involved in developing tools that are either
explicitly intended for education or suficiently dual use to be used educationally. In this
workin-progress demo paper, I report on the ongoing development of a set of in-house developed
tools that assist in the learning processes in various ways. They are aimed at honours (4th-years)
and postgraduate-level course on ontology engineering for computer science students. The
tools are available through the author’s ontology engineering textbook’s website1, including
listing supporting material, such as descriptions, tutorials, screencasts, and code.</p>
      <p>In the remainder of this paper, I first describe several design considerations for the creation
of a ‘toolbox’ (Section 2) and subsequently summarise the current set of in-house developed
tools (Section 3). It closes with concluding remarks in Section 4.</p>
    </sec>
    <sec id="sec-2">
      <title>2. Toolbox design considerations</title>
      <p>
        Educational tool selection and creation for an ontology engineering course depend in part on
the content that will be covered and the tasks that a lecturer expects a student to be able to
complete by the end of the course. The current state of tooling for ontology education is not
as mature to already have a complete workflow to map to learning outcomes (see, e.g., [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ]),
although learning outcomes for the author’s course have been defined (see page xi of [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ]). Other
typical considerations include the detection of dificult concepts to grasp or skills to master
that students grapple with and where software support may alleviate or resolve the bottleneck.
Within the broader context of transformation of education in the world, including in South
Africa, there are calls for greater student involvement in course content design and to have
their voices heard [
        <xref ref-type="bibr" rid="ref7 ref8">7, 8</xref>
        ]. I will elaborate on these topics in the remainder of this section.
      </p>
      <sec id="sec-2-1">
        <title>2.1. Course topics and transitions</title>
        <p>
          The content of the open textbook [
          <xref ref-type="bibr" rid="ref6">6</xref>
          ] for the course is divided into three parts. Block I consists of
logic foundations, covering First Order Predicate Logic, Description Logics, OWL, and automated
reasoning. Block II focuses on developing good ontologies with methods and methodologies, the
top-down approach with foundational ontologies and mereology, and bottom-up approaches on
extracting content from non-ontological resources. Block III consists of a selection of advanced
topics, being Ontology-Based Data Access, the interaction between ontologies and natural
languages, modularisation of ontologies, and advanced modelling with more language features,
of which one is chosen each year in the course I teach. There are exercises, an assignment
on domain ontology development and a mini-project. A list of requirements emanating from
the ordering of the topics and expected learning outcomes and observation of over 10 years of
teaching the course (with some variations in blocks 2 and 3), there are multiple options:
1. Logic: autocomplete function and a syntax checker, a model builder to test a theory, and
interactive tableau.
1The tools are listed with further information at https://people.cs.uct.ac.za/~mkeet/OEbook/OEsoftware.html.
2. Transitioning from one logic to another and from theory to praxis. Specific learning
hurdles and (perceived to be) ‘annoyances’ include:
• The DL-to-OWL notation mappings and the DL or OWL to Ontology
Development Editor (ODE, e.g., Protégé) keywords, such as from the “∃” to
“ObjectSomeValuesFrom” to “some”.
• Getting to grips with the many OWL ‘species’, which species has which features,
and which species an ontology is in and why not another.
        </p>
        <p>• Why the reasoner outputs what it does, i.e., explanations of the deductions.
3. Tool support for methodologies. Since ‘information systems style’ methodologies (like
waterfall, agile) adapted to ontology development is not a favourite topic outside information
systems, software-supported workflows may assist to get students to follow a procedure.
Anecdotally, NeON [9] is perceived to have too many routes, yet Methontology [10] has
too few steps. There is no solution yet; for the duration, this is divided into:
• Tools for component tasks of the procedure. Among others, how to devise good
competency questions, adding axioms in a guided way, ontology alignment,
modularisation, etc.
• Tools for quality assessments. They can take the form of metrics, of canned
explanations for certain axiom types or missing content (e.g., missing annotations, orphan
classes), or ontological reasoning services or consistent use of a modelling style.
4. Foundational ontologies. Based on the core challenge of understanding what the
ontology’s content means, there are two key learning hurdles:
• Selection of a foundational ontology among the set of ontologies available.
• Alignment of a foundational ontology to one’s domain ontology, which also needs
guidance at least for computer science students.
5. Bottom-up strategies, for which many techniques exist, including from spreadsheets,
conceptual data models, thesauri, and ontology learning from text.</p>
        <p>• It needs to overcome a learning hurdle of grasping the subtle diferences between
ontologies and similar-looking artefacts that are non-ontological resources.
• Support for the task, guiding the process on the diferences and adding explanations.
6. Auxiliary assistive tooling for ontology development, such a natural language renderings
of the axioms in one’s language of choice and diagrammatic renderings.
7. Auxiliary assistive tooling and related specifications and guidance for ontology tool
development, for both ontology engineering and ontology-driven information systems.</p>
      </sec>
      <sec id="sec-2-2">
        <title>2.2. Students’ vantage point</title>
        <p>
          Recent years has seen a theoretical shift in pedagogies from the ‘sage on the stage’ to other ways
and modes of learning, including active learning, co-creation of course content, and students as
constructors of knowledge jointly with the lecturer [
          <xref ref-type="bibr" rid="ref7 ref8">7, 8</xref>
          ]. For the course set-up, potential gaps
and hurdles in the learning process and co-creation may be observed in the mini-project that
is conducted in teams of 2-4 students. Typically 15-20 topics are proposed and students can
propose one. They may be theoretical (e.g., a literature review, mapping to another language),
experimental (e.g., comparing reasoner performance), or hands-on (developing a tool, setting
up an OBDA system). What students do is, in part, motivated by what they wanted there to
be. Examining 10 years of projects of the semester/term-based course oferings, there were
60 projects of which 17 involved tool development, which is summarised in Table 1. What
stands out are the new tools for coming to grips with the many OWL species early on and
the verbalisers to ease access to the logic later on. There were also a number of projects on
ontology quality as experiment, several comparisons of visualisers, a few comparing OntoClean
implementations, and a few OBDA instantiations.
        </p>
      </sec>
    </sec>
    <sec id="sec-3">
      <title>3. A set of tools</title>
      <p>To assist with learning about ontology engineering, we have been working towards a so-called
‘toolbox’ of software tools to augment the theory, both in the sense of illustration of the theory
as well as assistance in putting it into practice, in order to support the specified aims and
learning objectives. Besides availing of extant auxiliary tools developed elsewhere, such as
Protégé as ODE [11] that also computes explanations [12] and OOPS! for basic quality checking
[13], we’re working on a set of in-house developed tools towards filling various gaps, and will
continue to do so. Some of them were developed as part of the mini-projects and that students
in later cohorts found useful, which has served as an impetus for students in successive years
to also make a useful tool that may be listed on the textbook website. This section reports on
the current state of the tools. It is divided into three main categories: logics support, methods
support, and natural language tools support.</p>
      <sec id="sec-3-1">
        <title>3.1. Logics support</title>
        <p>Since there are well-known tools for First Order Predicate Logic (e.g., Tarski’s World [14]) and
interactive tableau basics (e.g., the Treeproof generator2), and it is not the the core of the course,
the focus has been on DLs and OWL. The tool that is chronologically used first in the course is
the DL axiom renderer (a Protégé 5.5 plugin), which renders class expressions in DL notation
next to the Protégé notation, as illustrated in Figure 1. This assist with transitioning between
the theory (logic notation in DL) to the tool’s rendering in praxis. Once that transition is made,
it is generally not used further.</p>
        <p>The second, and continuously most popular, tool is the OWL Classifier standalone tool (jar
ifle). It determines the OWL species of the ontology and which axioms violate the other species
or profiles, if any. It extracts and lists those axioms for the user. This also functions as a way to
learn what is, and is not, in a particular OWL species. It incorporates two OWL APIs, so that it
can distinguish between the three OWL species and all five OWL 2 species. It also lists the DL
fragment by their letters, with a brief explanation. A screenshot is included in Figure 2.</p>
        <p>The OWL Classifier is meant as an educational tool, but practically has gained a ‘dual use’
function, because it also can aid the entry-level ontology developer and experienced developer
when a project imposes an expressiveness limitation on the ontology and one needs to pinpoint
and negotiate among profile-violating axioms [15].</p>
      </sec>
      <sec id="sec-3-2">
        <title>3.2. Tools for methods for ontology authoring</title>
        <p>We have developed several tools for methods for ontology authoring, some of which have found
their way into educational use, and two for education that can be of general use.
Teaching-focussed, but expected to be dual use The main teaching-focussed tool in this
category is the BFO Classifier (standalone jar file) to align an ontology to BFO v2.0 [ 16]. It was
developed partly because BFO is used most often among the top-level ontologies and partly
because the D3 for DOLCE as MoKI plugin [17] is defunct since MoKI is. The questions in the
decision diagram and the examples provided present the new terms that the students have to
learn about in a diferent, more accessible way. As it is a new extension of the toolset, its impact
on the students is yet to be determined. In addition, since practitioners face problems aligning
their ontology to BFO [18], the tool also has the potential to become part of regular tool use
among ontology developers.</p>
        <p>
          Entry-level research tools in teaching The following four tools were developed to solve a
research problem in ontology development. This may be traced back to them not having been
part of the educational canon until recently, and thus filling a gap in skills development. They
include support for authoring competency questions with CLaRO (standalone jar file) [
          <xref ref-type="bibr" rid="ref3">3</xref>
          ], such
that it steers them away from question formulations that are inapplicable, the foundational
ontology selection tool ONSET (standalone jar file) [ 19], OntoPartS (standalone .exe) to select the
appropriate part-whole relation [20], and the TDDonto2 Protégé 5.5 plugin as axiom authoring
support in Protégé [21]. ONSET also provides one-liner explanations of terms from ontology
and it provides an explanation of its output on why one foundational ontology was chosen over
another, or why it is a draw due to too many conflicting requirements.
        </p>
        <p>Advanced topics possible ‘dual use’ tools These tools are useful for the Block III extra
topics of the course and for some mini-projects. They include the web-based ROMULUS
foundational ontology repository with detailed comparisons and alignments of the selected
foundational ontologies [22], and two tools related to the modularisation chapter of v1.5 of the
textbook, which is taught only every few years, being TOMM [23] to compute module metrics
and NOMSA [24] to modularise an ontology (both standalone jar files).</p>
      </sec>
      <sec id="sec-3-3">
        <title>3.3. Natural language tools</title>
        <p>Generally, tools involving natural language are limited despite the continuous interest of
students, which is largely because it looks easy but is hard to do well, and even more so for
Southern African indigenous languages due to a range of non-trivial grammatical features. Our
current tools are relevant specifically to Chapter 9 in Block III of the textbook and focus on
introducing and illustrating issues on the interaction of ontologies with natural languages.
Teaching-focussed, but may be dual use The changes in Protégé from v3.x to v4.x and
later have not all been perceived to be good. In particular, v3.x had ample use of DL notation
whereas this changed in later versions to ad hoc and untested new keywords in English. This
frustrates rendering of the axioms for anyone who is developing an ontology in a language other
than English; e.g., “jirafa come only (oja or ramita)” (‘girafe eats only (leaf or twig)’) in
SpanishEnglish code switching in the class expression editor is not conducive to ontology authoring.
This is addressed by the DL axiom renderer and by a Protégé 5.x localisation plugin. A set of
keywords were translated and a plugin developed to render class expressions in the selected
language. It was done for Afrikaans and Spanish, but one may proceed likewise with another
language: create a new XML file with translations and recompile the plugin. It also brings
afore additional limitations of Protégé, such as multi-word expressions, the double negation in
Afrikaans that it was initially not equipped for (see also Figure 3), and that not all terms have a
1:1 fixed-word translation.</p>
        <p>The ‘dual use’ tools for advanced topics Currently, there are two dual use tools to
demonstrate both advanced topics in knowledge-based natural language generation and a broader
range of techniques for tool development. First, a template-based approach for ontology
verbalisation is pitted against a grammar-based approach with Grammatical Framework with
the Afrikaans verbaliser [25]—the verbalisers listed in Table 1 are template-based augmented
with grammar rules. Second, while java and the OWL API [26] are well known, an alternate
programming ecosystem in Python exists with Owlready [27] that has been shown to work for
the isiZulu verbaliser [28], which has led to better design considerations in the mini-projects.</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>4. Closing remarks</title>
      <p>The paper presented a set of in-house developed tools that assist with ontology engineering
education activities. As the field progresses, so will any set of tools.</p>
      <p>Tool development choices face a trade-of between ease of use, such as a Protégé plugin
being easier when one already uses that ODE, versus broader usability beyond that specific
infrastructure, for which there is no good solution other than duplicating the work. Moreover,
all tools, be they for teaching or research and in-house developed or developed elsewhere,
are forced to having to grapple with the ‘forced obsolescence’ when dependencies—be it the
ODE, the JRE or JDK, Maven, Python, the operating system, APIs—update their version and
discontinue the version the tool was developed for rather than ofering backward compatibility.
The lack of guarantee that all tools still work also next year holds for almost all freely available
ontology engineering tools, and the ones presented in this paper are no exception to that.</p>
    </sec>
    <sec id="sec-5">
      <title>Acknowledgments</title>
      <p>The author is grateful for the time, efort, and expertise of the collaborators, scientific
programmers, and student-programmers having designed and/or contributed to the tools mentioned
in the paper: Michael Harrison and Larry Liu (DL axiom render), Brian McGeorge, Aashiq
Parker, and Muhummad Patel (OWL Classifier), Kieren Davies and Agnieszka Lawrynowicz
(TDDOnto), Zola Mahlaza (CLaRO), Zubeida Khan (ONSET, ROMULUS, TOMM, NOMSA), Chiadika
Emeruem and Steve Wang and Zubeida Khan and Toky Raboanary (BFO Classifier), Francis
Fernández, and Annette Morales (OntoPartS), Musa Xakaza and Langa Khumalo (isiZulu verbaliser),
Lauren Sanby and Ion Todd (Afrikaans verbaliser), and Adam Kaliski, Casey O’Donnell, Michael
Harrison, and Toky Raboanary, and Tommie Meyer and Pablo Fillottrani (ODE localiser). The
DOT4D project funded in part the development or improvement of the DL axiom renderer, the
BFO Classifier, the CLaRO tool, and the ODE localiser as part of the Ontology Engineering open
textbook grant. The isiZulu verbaliser was funded in part, and based on research supported in
part, by the National Research Foundation of South Africa (Grant Number 93397).
[9] M. C. Suarez-Figueroa, G. A. de Cea, C. Buil, et al., NeOn Methodology for Building</p>
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[10] M. Fernández, A. Gómez-Pérez, A. Pazos, J. Pazos, Building a chemical ontology using</p>
      <p>METHONTOLOGY and the ontology design environment, IEEE Expert 14 (1999) 37–46.
[11] J. H. Gennari, et al., The evolution of Protégé: an environment for knowledge-based
systems development, International Journal of Human-Computer Studies 58 (2003) 89–123.
[12] M. Horridge, B. Parsia, U. Sattler, Laconic and precise justifications in OWL, in: Proc. of</p>
      <p>ISWC’08, volume 5318 of LNCS, Springer, 2008.
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[14] J. Barwise, J. Etchemendy, The language of first-order logic, 3rd ed., Stanford, USA: CSLI</p>
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[15] C. M. Keet, R. Grütter, Toward a systematic conflict resolution framework for ontologies,</p>
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[16] C. Emeruem, C. M. Keet, Z. C. Khan, S. Wang, BFO Classifier: Aligning domain ontologies
to BFO, in: Proc. of FOUST-VI, part of JOWO’22, volume 3249 of CEUR-WS, 2022, p. 13p.
[17] C. M. Keet, M. T. Khan, C. Ghidini, Ontology authoring with FORZA, in: Proc. of CIKM’13,</p>
      <p>ACM proceedings, 2013, pp. 569–578.
[18] R. Stevens, P. Lord, J. Malone, N. Matentzoglu, Measuring expert performance at manually
classifying domain entities under upper ontology classes, Journal of Web Semantics 57
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[19] Z. Khan, C. M. Keet, ONSET: Automated foundational ontology selection and explanation,
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[20] A. Morales-González, F. C. Fernández-Reyes, C. M. Keet, Ontoparts: A tool to select
part-whole relations in owl ontologies, in: The Semantic Web: ESWC 2012 Satellite Events,
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[21] K. Davies, C. M. Keet, A. Lawrynowicz, TDDonto2: A test-driven development plugin for
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[22] Z. C. Khan, C. M. Keet, ROMULUS: a Repository of Ontologies for MULtiple USes populated
with foundational ontologies, Journal on Data Semantics 5 (2016) 19–36.
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modules, in: Proc. of EKAW’16, volume 10024 of LNAI, Springer, 2016, pp. 400–415.
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